Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- Latest filing
- Jul 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 41
- 0 vs. Q4 2024
- Portfolio value
- $199.0M
- −$683.5K (−0.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 606,706 | $23.3M | 11.7% | −31,005−4.9% | Reduced | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 480,108 | $20.2M | 10.1% | +2190.0% | Added | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 351,418 | $14.8M | 7.4% | −3,496−1.0% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 278,112 | $13.8M | 6.9% | −10,194−3.5% | Reduced | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 307,958 | $13.2M | 6.7% | −5,778−1.8% | Reduced | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 439,837 | $12.4M | 6.2% | −12,361−2.7% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 381,458 | $10.1M | 5.1% | +1,070+0.3% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 347,988 | $9.66M | 4.9% | +18,315+5.6% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 155,364 | $9.40M | 4.7% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 316,583 | $9.22M | 4.6% | +21,473+7.3% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 142,621 | $6.96M | 3.5% | −199−0.1% | Reduced | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 100,008 | $6.63M | 3.3% | +99+0.1% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 196,604 | $6.49M | 3.3% | −17,376−8.1% | Reduced | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 66,841 | $4.66M | 2.3% | −736−1.1% | Reduced | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 67,458 | $4.06M | 2.0% | +11,947+21.5% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 37,376 | $3.94M | 2.0% | +7,156+23.7% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 41,415 | $3.61M | 1.8% | +2,144+5.5% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 63,073 | $3.25M | 1.6% | +2,182+3.6% | Added | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,865 | $3.16M | 1.6% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072885 | US EQT ETF | 30,767 | $2.84M | 1.4% | +1,377+4.7% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 35,171 | $2.69M | 1.4% | −1,617−4.4% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 95,136 | $2.49M | 1.3% | +219+0.2% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 81,921 | $2.20M | 1.1% | −2,372−2.8% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 46,911 | $1.23M | 0.6% | +22,916+95.5% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 25,538 | $1.21M | 0.6% | −358−1.4% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 52,473 | $1.13M | 0.6% | −4,398−7.7% | Reduced | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,319 | $914.1K | 0.5% | −309−1.7% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,775 | $762.7K | 0.4% | +4+0.1% | Added | – |
| iShares Tr46435G672 | CORE INTL AGGR | 15,241 | $761.9K | 0.4% | −1,011−6.2% | Reduced | – |
| VMCVulcan Materials CO | COM | 2,105 | $491.1K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,255 | $425.8K | 0.2% | −291−3.9% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,753 | $414.6K | 0.2% | −139−3.6% | Reduced | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 7,893 | $401.5K | 0.2% | +4+0.1% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,530 | $362.7K | 0.2% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $342.3K | 0.2% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 303 | $282.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $260.9K | 0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 1,285 | $244.5K | 0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 7,358 | $243.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637 | $236.2K | 0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,800 | $207.7K | 0.1% | 00.0% | Unchanged | – |